The Baumer Wealth Management Group

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The Baumer Wealth Management Group

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Merrill Lynch
Wealth Management
"Every day, we apply our experience and skills, combined with the global resources of Merrill Lynch, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized."

Glenn Baumer
Wealth Management Advisor
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Who We Work With—and For

We work with high-net-worth individuals, couples and families, and we also offer experienced advice and guidance to businesses and other closely held enterprises.

The clients we serve have created significant wealth in a variety of ways. Each one of them, whether individual, family or business, is different—with distinct personalities and circumstances, and singular challenges and needs.

But they are similar in notable respects: They face complex wealth management issues that affect their futures, and they recognize the value of a strategy-based approach to wealth management delivered by a professional team that can work effectively with them and their existing tax and legal advisors.

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Leverage Our Experience to Your Benefit

Glenn Baumer is a strategy-oriented wealth management advisor with a broad knowledge base shaped by years in the financial services business. He has over 35 years of experience, offering advice and guidance to individuals, families and businesses. He appreciates the complexity of managing wealth today and is well aware of the stresses facing business owners and entrepreneurs. He speaks the language of business.

Breanne Pfeffer and Tiffany Nguyen are mature, attentive and responsive client service associates. They round out the team and are committed to delivering a client experience that exceeds your expectations.

A Holistic Approach to Wealth Structuring
Glenn doesn't hurry you into making investment decisions. He emphasizes discovering and understanding the financial risks, liquidity needs and time horizon in your life and then structuring your wealth and investments accordingly. Wealth structuring addresses issues ranging from funding your current lifestyle, to investments to meet education expenses, to the most efficient way to pursue legacy planning or philanthropic goals—and other investment objectives that may be important to you.

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Philosophy

We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.

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A Disciplined, Consistent Process

We manage each relationship in a personal, customized way, and our process revolves around the client. The components of our process are based largely on the Merrill Lynch wealth management process, and we rely on a host of Merrill Lynch diagnostic and analytical tools to help you to develop your wealth strategy.

Investments
Glenn's primary objective is to help you come up with a customized strategic asset allocation that is aligned with your risk profile, and to structure an investment portfolio that is appropriately diversified for you. He considers your time horizon, tolerance for risk, liquidity needs, income needs and tax situation to make suggestions.

He believes in the value of outside professional investment management, and we work to complement our strength in strategic asset allocation with a similar skill in searching for and selecting appropriate managers for your portfolio. Using outside managers allows Glenn to consider a broader range of global asset classes.

For certain qualified investors, Glenn may recommend alternative investments to diversify more deeply.

Investment Philosophy
Glenn's investment philosophy leans to the conservative side; he is not an aggressive investor who strives for unsustainable high returns.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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Expansive Capabilities

As a gateway to the investment resources of Merrill Lynch and the banking convenience of Bank of America, we can amplify our value to you by offering access to services and products for every aspect of your financial life.
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*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

  • "Every day, we apply our experience and skills, combined with the global resources of Merrill Lynch, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized."Glenn Baumer | Wealth Management Advisor

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Glenn W. Baumer

Forbes “Best-in-State Wealth Advisors”  2018, 2019

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

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Alexander Edelman

Wealth Management Lending Officer NMLS # 1181094

Andrew C. Tirney

Andrew C. Tirney

Vice President, Retirement Plan Specialist

Christopher M Caradec

Christopher M Caradec

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.

<br />Regular reviews to help you stay<br />on track

Regular reviews to help you stay
on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

    <br />Monitoring changes in your life<br />and to your goals

    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

    MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

    You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.